The teenager in your portfolio
Currencies are the closest cousin to this age cohort in investment markets.
Where do we go now?
The eye of the beholder More than ever, one considers prospects from the domain within one resides. Locally, we in Victoria naturally have a bleak view...
Jekyll and Hyde, one and the same
Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?
Slush funds
Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election...
Social Bonds - a growing asset class that's packing a positive punch
The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is...
E is not for easy
Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging?...
Embracing Big Brother
Most of us have not experienced the current level of government and institutional direction of our lives. The impact on business is likely to be profound.